Events

Goodman Advisory Group, LLC realizes the importance of helping those in our community by educating individuals on the topic we know best - finances. The classes we offer provide attendees with valuable information about comprehensive financial planning in the areas of tax planning, risk management, investment planning, college funding, retirement needs, elder care issues, estate planning strategies and many other topics. The firm hopes to provide you with financial guidance that will help you move toward your life goals.

Please read below for a list of our upcoming seminars and events.

We are also available to host a seminar at your place of business. If your employees are interested in learning more about what they can do with their finances, feel free to email us atinfo@goodmanadv.comor call us at781-559-0320to find out how we can help.

Making the Most of Social Security

Tuesday, March 3, 2020, 6:30 PM Brookline Adult & Community Education

I Was Sold an Annuity... Now What?

Wednesday, March 4, 2020, 7:00 PM Newton Community Education

Making Your Nest Egg Last

Wednesday, May 6, 2020, 7:00 PM Brookline Adult & Community Education

Thursday, May 7, 2020, 7:00 PM Newton Community Education

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 7, 2020

Today's notion of retirement is very different from that of previous generations. Individuals are working and living longer, and are faced with the challenges of both caring for elderly parents and providing for the needs of adult children. In this course, you'll learn to assess your retirement needs, position your assets to meet those needs, and take advantage of tax savings while maximizing government retirement benefits. You'll leave with detailed strategies for pursuing sufficient income to enjoy a comfortable, secure retirement.

May 6, 2020

Today's notion of retirement is very different from that of previous generations. Individuals are working and living longer, and are faced with the challenges of both caring for elderly parents and providing for the needs of adult children. In this course, you'll learn to assess your retirement needs, position your assets to meet those needs, and take advantage of tax savings while maximizing government retirement benefits. You'll leave with detailed strategies for pursuing sufficient income to enjoy a comfortable, secure retirement.

March 4, 2020

We're living longer and many people are concerned about outliving their retirement assets. Annuities have become an extraordinarily popular investment for retirement income planning. At heart, annuities are simple mathematical concepts: lump sums of money paid out in equal installments over time until the original funds are exhausted. In practice, the concept is more complex so it's important to be knowledgeable before purchasing an annuity. We'll guide you through annuity basics, contract structure, and analysis.

March 3, 2020

Social Security is a significant piece of the retirement puzzle. Learn how to get the most from your benefits and coordinate this income with your overall retirement strategy. We will talk about the current state of Social Security, what to consider when planning your benefit start date, spousal benefits, options for divorcees, buy-back strategies, tax reduction strategies, and coordination with state and federal retirement plans, such as Windfall Elimination Provisions and Government Pensions Offsets. We will also review special planning considerations for self-employed individuals. Join us to navigate this sometimes confusing benefit.

January 28, 2020

Social Security is a significant piece of the retirement puzzle. Learn how to get the most from your benefits and coordinate this income with your overall retirement strategy. We will talk about the current state of Social Security, what to consider when planning your benefit start date, spousal benefits, options for divorcees, buy-back strategies, tax reduction strategies, and coordination with state and federal retirement plans, such as Windfall Elimination Provisions and Government Pensions Offsets. We will also review special planning considerations for self-employed individuals. Join us to navigate this sometimes confusing benefit.

October 22, 2019

Today's notion of retirement is very different from that of previous generations. Individuals are working and living longer, and are faced with the challenges of both caring for elderly parents and providing for the needs of adult children. In this course, you'll learn to assess your retirement needs, position your assets to meet those needs, and take advantage of tax savings while maximizing government retirement benefits. You'll leave with detailed strategies for ending up with sufficient income to enjoy a comfortable, secure retirement.

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